These associations do not endorse Treloar & Heisel Wealth Management (THWM), or other investment products offered by Treloar & Heisel.

HERE’S A GREAT STORY

Great stories typically have a twist and a turn:

The protagonist overcomes incredible odds, the unimaginable becomes reality. Our story is no different.

In 1959, Dan Treloar was a lone insurance agent in New Castle, a small town in western Pennsylvania. A neighbor in the office building they shared was an orthodontist, and a client.

Determined and entrepreneurial, Dan saw an opportunity to find a disability income insurance policy that would adequately cover not only this client, but also the entire national association of orthodontists. At the time, large brokerage companies were vying for this business; there was yet a single national insurance company who was willing to take on the risk.

Relentless in his pursuit of a solution, Dan contacted insurance companies up and down the coasts, and throughout the country. In the eleventh hour, he convinced an insurer in Chicago to develop a contract that would address the unique needs of orthodontists. Word spread, and the rest as they say, is history. One by one, specialty dental associations decided to entrust their insurance business with Treloar & Heisel.

More than half a century later, Treloar & Heisel is the premier financial services provider to dental and medical professionals across the country. We assist thousands of clients from residency to practice and through retirement with a comprehensive suite of financial services, custom-tailored advice, and a strong national network focused on delivering the highest level of service.